share_log

数据揭秘 | 最爱美团!北水上半年疯狂加仓近440亿港元

Data disclosure | favorite Meituan! Beishui frantically increased its position by nearly HK $44 billion in the first half of the year.

富途資訊 ·  Jun 13, 2022 10:20

List of key points:

  • As of June 10, the cumulative net inflow of southbound funds for the year was 118.39 billion Hong Kong dollars.

  • Meituan topped the list of net purchases, with a cumulative net purchase amount of HK $43.796 billion

  • China Construction Bank Corporation ranks first in net sales, with a cumulative net sales of HK $8.315 billion

It led the global market at the beginning of the year, but fell sharply in March. "large shocks" and "sudden turn" may be a portrayal of the trend of the Hong Kong stock market in the first half of 2022. Since mid-May, thanks to the economic recovery after policy support and relief of epidemic prevention and control measures, the overseas Chinese stock market has continued to rebound, with the MSCI China Index rising more than 17%, and technology growth stocks leading the Hong Kong stock market higher.

As of June 10, southbound funds had a cumulative net inflow of HK $118.39 billion for the year.

Among them$Meituan-W (03690.HK) $Favored by Beishui, it was bought HK $43.796 billion, down 10.74% during the year, ranking first on the list of net buyers.

Energy bull stocks that have risen more than 66% this year$CNOOC Limited (00883.HK) $It was also heavily bought by Beishui, with a net purchase amount of HK $15.985 billion.

In addition, Tencent, Kuaishou Technology and Li Ning Co. Ltd. received a net purchase of HK $25.028 billion, HK $16.088 billion and HK $9.986 billion respectively.

Net selling aspect$China Construction Bank Corporation (00939.HK) $It had a net sale of HK $8.315 billion, ranking first on the net sales list. Sunny Optical Technology and Industrial and Commercial Bank of China also ranked first in net sales, with net sales of HK $5.67 billion and HK $4.086 billion respectively.

Edit / Annie, Ruby

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment